Building wealth is hard work. Keeping it is even harder.
We build financial plans to optimize outcomes and simplify your financial life.
Financial Advisors Serving OR & CA Individuals, Families & Businesses
Take the first step toward a brighter financial future.
At Maxwell Financial Group, we guide you through the complexities of financial planning. Whether your goal is enjoying retirement, selling your business, or leaving a legacy, our time-tested strategies and personalized approach help ensure a clear and successful financial journey.
As an independent firm, we focus on client outcomes. Choosing the right financial advisor and wealth management firm is crucial for your confidence and financial success.
We work for you, not a big company.
what sets us apart
Personalized strategies
Established expertise
Product-agnostic
We don’t believe in one-size-fits-all.
Nearly 20 years of experience in financial markets and strategies.
Access to a wide range of products and investments to help meet your goals.
what sets us apart
Comprehensive services
Client-centric approach
Transparent communication
Covering all aspects of your financial picture from how to start saving to achieving a successful retirement and beyond.
We put your needs first. Legally and ethically, it's the right thing to do.
You’ll always understand where your money is and how it’s working for you.
Ready to transform your financial future?
Join the many individuals, families, and businesses who believe in Maxwell Financial Group to guide them to a brighter financial future.
Achieving financial success is challenging. You need a partner who understands your situation, informs you, and builds a tailored plan to guide you to your success.
Discover your path to financial success.
Financial Planning
Gain a complete picture of your financial life with strategies for income, assets, investments, debts, and risk management, helping you achieve your specific goals.
Retirement Planning
Set your future with a detailed plan to preserve your lifestyle, including cash flow management, Social Security optimization, pensions, 401(k)s, and risk mitigation.
Business Planning
Ensure the growth and sustainability of your business with strategic financial planning, including benefit plans, valuation assistance, and succession planning.
Let’s create your path to financial success, together.
Maxwell Financial Group treats every client as a long-term partner, leading with expertise and being accessible to all. Our core values guide everything we do:
Industry leadership: We will always strive to lead the industry with our expertise and comprehensive resources.
Building meaningful relationships: We will always treat every client as a long-term partner in their financial journey.
Inclusivity: We will always be an accessible and welcoming resource for all, regardless of net worth and financial means
Understand RMD Options
Gain a clear understanding of Required Minimum Distribution (RMD) options with our informative guide, designed to help you make well-informed decisions for effective retirement planning.
Understanding Sequence
Explore our guide on sequence of returns risk to better navigate common retirement pitfalls and enhance your strategies for a more secure financial future.
Maximize Your Retirement
Unlock the potential of your old 401(k) with our guide on 'Maximize Your Retirement: 5 Smart Money Moves,' designed to help you optimize your retirement savings effectively.
Not quite ready to meet with us? No problem.
We’ve got you covered with a wealth of resources. Discover the key strategies and insights you need to create a stable financial and retirement future with our downloadable resources, or attend an upcoming informational event.
Ready to address your financial concerns?
Financial success is closer than you think it is. Schedule an introductory call to take the first step where we’ll get to know each other, answer your questions, and see if we’re a good fit.
After that, if you’d like to continue the conversation, we can start working on a detailed financial plan to help address your major goals and concerns.
(971) 264-3066
Phone
Serving Oregon, California, and the rest of the Pacific Northwest
Location
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Maxwell Financial Group, Inc is a Registered Investment Advisor with FINRA and organized under the state of California and Oregon. Representatives of Maxwell Financial Group, Inc. may offer fee-based financial services in conjunction with other financial products not affiliated with the Maxwell Financial Group. Maxwell Financial & Insurance Services Agency, California Insurance License #0I67794, also licensed to conduct life/health business in multiple states and Investment Advisory services in all U.S. states. Daniel Kutzkey, CA License #: 0F05581. Please speak with your representative for a comprehensive list of services. Investment products and services carry risk and, as such, are not guaranteed. Maxwell Financial Group, Inc. and its representatives do not provide tax or legal services, please consult your tax or legal professional for any recommendations that may impact your tax or legal circumstances.
This material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and we do not offer, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs, or to establish an advisory relationship.
MAXWELL FINANCIAL GROUP, INC
(971) 264-3066
21370 Southwest Langer Farms Parkway
Suite 142-135, Sherwood Oregon, 97140 United States